Normally FUSEX invests at least 80% of assets in common stocks included in the S&P 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. An index fund with bigger minimums is generally targeted toward institutional investors. Fidelity’s Spartan 500 Index (FUSEX), for example, may look like a good choice, but if its minimum investment of $2,500 is too high, look at others. The iShares Core S&P 500 Index (IVV) and the Vanguard 500 ETF This fund holds shares of four of the Spartan index funds (Spartan 500 Index, Spartan Extended Market Index, Spartan International Index, and Spartan U.S. Bond Index) using what Fidelity says is The Fund seeks a total return which corresponds to that of the S&P 500 Index. The Fund invests at least 80% of its assets in common stocks included in the Index. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection.
Please help us personalize your experience and select the one that best describes you. Individual Investor. Institutional Investor. Financial Advisor. This page shows ETF alternatives to the FXSIX mutual fund. The ETFs in the tables consist of ones that track the same index and are in the same ETFdb 4 Sep 2018 Fidelity's new no-fee index funds bring in $1 billion in first month resulted a captive audience, in-house resources or institutional investors that Fidelity's pre-existing S&P 500 index fund has roughly $4 billion in assets. 15 May 2019 While it doesn't go up every year, the S&P 500 has returned an average of 10 percent annually for investors who buy and hold a basic index fund.
This fund holds shares of four of the Spartan index funds (Spartan 500 Index, Spartan Extended Market Index, Spartan International Index, and Spartan U.S. Bond Index) using what Fidelity says is Learn about FXAIX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our Real time SPARTAN 500 INDEX FUND FIDELITY ADVANTAGE CLASS (FSMAX) stock price quote, stock graph, news & analysis.
Learn about FXAIX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our Real time SPARTAN 500 INDEX FUND FIDELITY ADVANTAGE CLASS (FSMAX) stock price quote, stock graph, news & analysis.
Normally FUSEX invests at least 80% of assets in common stocks included in the S&P 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. Stock Investments Large Cap ABF LG CAP VAL INST – American Beacon Large Cap Value Fund Class Institutional DAVIS NY VENTURE Y – Davis New York Venture Fund Class Y FID CONTRAFUND K – Fidelity Contrafund – Class K SPTN 500 INDEX INST – Spartan 500 Index Fund – Institutional Class Mid-Cap PIF MIDCAP FUND I – Principal MidCap Fund Institutional Class Small Cap ROYCE PA MUTUAL INV The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.